Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-970
Closed -$15K 786
2024
Q3
$15K Buy
+970
New +$15K 0.01% 441
2021
Q1
Sell
-60,000
Closed -$823K 881
2020
Q4
$823K Buy
+60,000
New +$823K 0.22% 105